Search Results for: outperformance

Stocks, Bonds, Foreign Exchange and Commodities Outperformance Stocks, bonds, FX and commodities outperformed in 2019. Image: Deutsche Bank Global Research

Outperformance of the Biggest 10% Companies vs. Rest of the Market Chart showing that the biggest 10% of companies have significantly outperformed the rest of the market. Image: Societe Generale Cross Asset Research

S&P 500 and Large-Cap Funds Outperformance Over Benchmarks Only 28% of large-cap funds are outperforming their benchmarks this year. Image: Goldman Sachs Global Investment Research

U.S. Equity Market Outperformance According to Gavekal, U.S. outperformance is mainly cyclical, not structural, and best investment opportunities could be in non-US assets. Image: Gavekal, Macrobond

Hedge Fund Industry Outperformance – Negative over Past Decade The chart below shows how it’s hard to beat the market over time. Image: Greenline Partners LLC

MSCI USA Cyclical Sectors-Defensive Sectors Spread USD Index vs. 2-Year/30-Year U.S. Treasury Yield Curve This chart suggests that cyclical outperformance of defensives tends to be correlated with the shape of the 2-year/30-year U.S. Treasury yield curve. Image: Morgan Stanley Research

FAAMG vs. S&P 500 and Remaining 495 Companies Is the end of the FAAMG’s outperformance near? Image: Goldman Sachs Global Investment Research

Next Twelve Months P/E: Mega-Cap Growth Stocks vs. S&P 500 ex Mega-Cap Growth The outperformance of mega-cap growth stocks is similar with forward multiples. Image: Deutsche Bank Asset Allocation

Mega-Cap Growth Stocks vs. S&P 500 This chart highlights the outperformance YTD of mega-cap growth stocks vs. the S&P 500. Image: Deutsche Bank Asset Allocation

Performance of Mega-Cap Growth Stocks vs. the Rest This chart highlights the outperformance of mega-cap growth stocks vs. the rest since several years. Deutsche Bank Asset Allocation